Query child records with a workflow and perform an action if a condition is met

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Posted on by rr88

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Hello - I am wondering if it is possible to query child records with a workflow and perform an action if a condition is met? I know this is not possible OOTB, but is there a non-code way to accomplish this? I don't need to update the child records, I just want to be able to query them and if they contain a value, do something to the parent record such as add it to a marketing list.

I am also wondering if this is possible in other versions of CRM?

Thanks!

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a33ik 84,323 Most Valuable Professional on at

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RE: Query child records with a workflow and perform an action if a condition is met

Hello,

Theoretically that's possible using my UWT.

Here are steps to do it:

1. Create on-demand workflow for your child record and do whatever changes you need to do with parent entity (I assume that you have lookup that references parent record).

2. Create FetchXml that will query child records including conditions you want to check and limit it to 1 top record.

3. Use "Distribute Workflow" step against "FetchXml" query (step 2) and workflow (step 1).

Good luck and feel free to get in touch here if you have any issues.